Industrial Sector Insights
Signal and analysis for people who run things.
ISI tracks 183 public industrial companies across 9 pillars — aerospace, robotics, semiconductors, heavy machinery, energy, and the infrastructure behind the AI build-out. Written for operators, strategists, and the people who actually run things.
01
What's on the site
Dashboard
Earnings timeline + pipeline
All 183 companies plotted on a domain-grouped timeline. Filter by pillar, see earnings dates and content pipeline status at a glance.
Calendar
Week / month / year views
24 reporting this week. Filter by ISI domain and subsector. Jump forward and back through the year.
Companies
The ISI coverage universe
Every company ISI tracks, with logos, narrative focus, and upcoming earnings. Filterable by pillar and subsector.
02
The nine pillars
Pillar 01
Semiconductors & Compute Hardware
26 companies tracked
Pillar 02
Data Centres & Digital Infrastructure
22 companies tracked
Pillar 03
Software & the Agentic Factory
19 companies tracked
Pillar 04
Robotics & Embodied AI
12 companies tracked
Pillar 05
Heavy Machinery & Capital Goods
12 companies tracked
Pillar 06
Mobility & Transportation
37 companies tracked
Pillar 07
Aerospace, Defence & Space
20 companies tracked
Pillar 08
Advanced Manufacturing & Materials
14 companies tracked
Pillar 09
Energy, Nuclear & Grid
21 companies tracked
Work with Dan
Strategic advisory for industrial companies
I work with a small number of operators, founders, and investment teams on the strategic positioning of industrial businesses — narrative, category, competitive pressure, and the next move. If that sounds useful, let's talk.
Get in touch